Mr. K P Thum is the founder of Lion Wealth Advisors Sdn Bhd (LWA). He
is a CERTIFIED FINANCIAL PLANNER CM professional and one of the
pioneers in financial planning service industry in Malaysia and
currently a CFA candidate.

Re-Engineering Your Wealth

Under his leadership, LWA has become one of the leading wealth
management consulting organizations in the Northern Region with a
high aim to provide customers the best wealth management solutions.
We have developed our own “Re-Engineering Your Wealth” system for
providing tailor-made consultation for our customers through a
“Wealth Positioning Checklist”. In LWA, “Re-Engineering your wealth” is a complete paradigm shift in wealth management by adopting the
fundamental rethinking and radical redesign of your wealth management system to achieve dramatic improvements in your wealth and Make
Wealth Meaningful! The “Wealth Positioning Checklist” will help our
clients to identify their wealth priority. Therefore, we are always
emphasizing the “4W” elements during the “Re-Engineering your wealth” system. 4W are involving:

Wealth Accumulation (WA) with the obligation to make your
wealth growth.

Wealth Conservation (WC) with the obligation to conserve
your wealth and cash-flow management.

Wealth Distribution (WD) with the obligation to distribute
your wealth quicker and equitable.

Each W has its own characteristic and obligation to “Make Wealth
Meaningful”. In LWA, we are always ensuring our customers have
equipped the comprehensive “Re-engineering Your Wealth” planning with the consideration of each W. The wealth management consultation in
LWA is either a fee-only or a fee-and-products basis. LWA has
incorporated with more than 10 prestigious financial services
providers in Malaysia and also with some professional profession such as lawyers and accountants. All of our advisors and executives on
board possessing professional qualification and capable with wealth
management consultation skills. Extensive trainings are compulsory
for the new people who are intend to develop their career with us.

CFPCERT TM, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Malaysia is the marks licensing authority for the CFP marks in Malaysia, through agreement with FPSB